THE UJANO ADVISORY GROUP LLC

THE UJANO ADVISORY GROUP LLC is an SEC-registered investment adviser (CRD 288141). Regulatory assets under management: $115.9M.

Registration

• CRD: 288141
• Type: Registered investment adviser
• Phone: (214) 425-2047
• Latest filing: 2026-03-25
• Regulatory AUM: $115.9M
• Discretionary AUM: $115.9M
• Clients: 1
• Accounts: 117

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288141 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search